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    NEWS TAGGED GROWTH
    Friday 10 April 2026
    China OSATs step up investment drive as AI demand lifts advanced packaging race

    China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...

    Friday 10 April 2026
    MediaTek builds an end-to-end challenge to Qualcomm and Broadcom
    In recent years, MediaTek has steadily increased its influence in the global Wi-Fi chip market. Its market share gains have been driven not only by continued growth on the consumer...
    Friday 10 April 2026
    CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR
    Global advanced packaging capacity is currently in severe shortage. Nvidia has already reserved most of TSMC's leading-edge capacity, particularly its CoWoS packaging technology. According...
    Friday 10 April 2026
    Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack
    Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with...
    Friday 10 April 2026
    Inventec posts record March and 1Q26 revenue on AI server strength
    Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion),...
    Friday 10 April 2026
    Swancor eyes dual-engine growth on AI robotics and aerospace composites
    Swancor Holding reported first-quarter 2026 revenue of NT$190 million (US$5.99 million), marking a pivotal shift in its business mix as its AI robotics segment crossed NT$10 million...
    Friday 10 April 2026
    AUO eyes CPO and LEO satellites as Innolux pushes FOPLP growth
    AUO and Innolux are accelerating their expansion beyond traditional display panels, with Innolux's non-display revenue surpassing 51% in 2025, mainly driven by automotive applications...
    Friday 10 April 2026
    China's 6G wait: SoC vendors brace for years of sluggish smartphone demand
    Chinese smartphone brands have recently encountered significant headwinds. Government subsidy effects have largely lost their ability to further stimulate sales, while product prices...
    Friday 10 April 2026
    Transcom Technology sees flat 2026 revenue after Taiwan budget delays, but India order may broaden international reach
    Transcom Technology expects flat full-year revenue for 2026 amid stalled progress in Taiwan's defense budget, which is potentially delaying deliveries of Gong-3 and Gong-4 missile...
    Thursday 9 April 2026
    Haptic touchpads and AI vision chips propel Elan's early 2026 growth

    Taiwan-based touch IC design leader Elan Microelectronics announced its March 2026 and first-quarter revenue figures, posting robust growth...

    Thursday 9 April 2026
    Hinge maker Jarllytec expands into optical communications, targets AI server demand
    Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products,...
    Thursday 9 April 2026
    AmTRAN's high-value product shipments boost 1Q26 revenue
    AmTRAN reported stable shipments of high-value products, supported by a return to normal working days following the Lunar New Year and renewed customer demand. These factors have pushed...
    Thursday 9 April 2026
    ODMs erase seasonal slump as notebooks and AI servers drive March surge
    Electronic ODM makers' surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global...
    Thursday 9 April 2026
    Hon Precision sees surging demand for AI infrastructure components
    Hon Precision's strong March and first quarter 2026 results signal accelerating global demand for AI infrastructure components, with potential ripple effects on data center procurement...
    Thursday 9 April 2026
    China's EVE Energy ramps up capacity amid energy storage boom
    EVE Energy, one of China's largest battery manufacturers, said on April 7 that it expected strong profit growth in the first quarter of 2026 as demand for energy storage batteries...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook